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Excerpt

NCE products function differently when it comes to upgrades. This page explains what those differences are. Also, you will also find an analysis of how our Storefront portal allows the upgrade (full or partially) of an NCE subscription to both, an entirely new NCE subscription as well as an existing NCE subscription (source subscription) to another existing NCE subscription (destination subscription) that resides on the upgrade path of the source subscription.

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Please, note the following two points concerning the “Upgrade to an Existing Subscription” feature:
1. The Get Services Definition process must run after the 3.28.159 release for existing Microsoft instances to have the “Upgrade to an Existing Subscription” feature enabled in Storefront.
2. The “Upgrade to an Existing Subscription” feature is currently available only to Parent organizations.
(info) In the upcoming releases this feature will also become available to the BSS portal as well as to Tenant organizations.

Rules for Upgrading NCE Products

For the general rules on upgrading subscriptions, please see the page Upgrade/Downgrade a Subscription. Please note the following points when upgrading NCE subscriptions:

  • NCE subscriptions can only be upgraded. It is not possible to downgrade NCE subscriptions.

  • The upgrade paths for NCE products are created automatically when the Get Services Definition process runs.

  • Whether seat reassignment will happen automatically depends on the customer's eligibility. Please check for any notifications (explained in the section https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/6284247051363869697/Upgrading+NCE+Subscriptions#The-Upgrade-Process) or the Online Information tab, to ensure that seat reassignment has been successful or whether it must be done manually.

  • It is not possible to increase the quantity when upgrading. As a workaround, you may perform a full upgrade and increase the quantity afterward.

  • The promotion of the original product will be lost. If the target product has a promotion, the promotion will be applied after the upgrade.

  • It is not possible to set the upgrade to occur at a future date, it is only possible to upgrade on the current date.

  • The cancellation window of the upgraded subscription is the same as that of the original subscription.

  • It is possible to upgrade a subscription at any time, even while it is in its cancellation window.

  • Upgrading a Specialized Offer NCE subscription from a Specialized to a Standard is currently available. The reverse or any other upgrade combination is not yet available.

Rules for Upgrading to an Existing NCE Subscription

When Storefront users select an existing active (source) NCE subscription to upgrade, they are provided with a list of eligible (destination) NCE subscriptions to upgrade the source NCEsubscription. A destination NCE subscription is considered eligible for an upgrade when it meets the aforementioned rules as well as the following, “Upgrade to an Existing Subscription”-specific rules:

It must:

  • Be active

  • Be non-trial

  • Have a product on the upgrade path of the source subscription’s product

  • Be out of the cancellation window period (meaning that the cancellation window has passed)

  • Have the same or larger term duration than the source subscription

  • Have an end date later than the end date of the source subscription’s

  • Exist in our platform

  • Exist under the same account with the source subscription

  • Follow certain MPNID rules depending on the account’s role

Info

The billing frequency does not affect in any way the eligibility for the upgrade of a source NCEsubscription to a destination NCE subscription.

Info

When fully upgrading an NCE subscription, the external ID provided by Microsoft remains the same as the external ID of the original subscription.

Note

Upgraded subscriptions normally have a new protected price, since they have a different cost & sell price. Also, the effective date, of when the price protection will be applied, should be taken into consideration. Furthermore, since the billing cycle of the upgraded subscription follows the billing cycle of the original one, the price protection effective date follows as well.

Upgrade Paths

The upgrade paths for NCE products are created automatically when the Get Services Definition process runs. The following figure is an example of possible upgrade paths for M365 - Office 365 E3 (New Commerce), retrieved by the Get Services Definition:

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Do Not Deassign or Assign any Upgrade Options!

You should never change the upgrade options of an NCE product by assigning or de-assigning products. Even if you do this, the next Get Service Definition action will update the list based on the information retrieved by Microsoft.

What will happen if I add mannualy an upgrade option?
This product will be displayed in the upgrade pop-up form, but the eligibility check will stop the process and it will not allow you to proceed.

What will happen if I remove an upgrade option?

The product will not be available in the upgrade pop-up form.

The Upgrade Process

Users of our portals (Storefront & BSS) can upgrade their NCE subscriptions by selecting the dedicated upgrade button from the respective portal, inside each existing active NCE subscription.

Upgrading an NCE Subscription from the Storefront

Resellers can upgrade their subscription(s) via the Storefront by selecting the dedicated upgradebutton.
In the source subscription dashboard, select the I WANT TO… and then Upgrade the subscription.UTE5.pngImage Removed

The Subscription Upgrade pop-up window displays Below is a list of three links that analyze all the available upgrade options , in a carousel fashion. You can navigate to all the upgrade options with the left and right (blue) arrows.

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When a product is selected, the eligibility check runs to check whether the specific subscription can be upgraded.

  • If the product is eligible, the process can continue as analyzed below.

  • If the product is not eligible, an error message is displayed, stating <NCE product>: Could not find eligible upgrades for this combination of customer/subscription.

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After selecting the eligible product to upgrade to, the following pop-up window is displayed where you have two main options for the upgrade. You can select to (check the two tabs below for the analysis of each option):

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  1. Upgrade to a New Subscription: In this case, the eligible product that you have selected for the upgrade in the previous step will create an entirely new subscription. Of course, the upgrade can be either full or partial.

  2. Upgrade to an Existing Subscription: In this case, the eligible product you have selected for the upgrade in the previous step can be matched to an existing subscription having the same product, so that the existing source subscription along with its licenses can be upgraded (fully or partially) to the existing destination subscription.

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Rw tab
titleUpgrade to a New Subscription

Full Upgrade to a New Subscription via Storefront

After selecting the first (1) option of New Subscription, the following pop-up window is displayed where you can either increase the Quantity number of the product you wish to upgrade or go back to select another service to upgrade to. Of course, at this stage, you can view the Unit Price of the (upgrade to) product you have chosen, but the final price will be calculated on the next step, after clicking on the Proceed to Checkout button.

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By clicking on the Proceed to Checkout button, you are redirected to the Basket Items page where you can view the final price (highlighted in green) and proceed with purchasing the upgrade.

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Info

The upgraded subscription will keep the renewal date of the existing subscription.

When the checkout is complete, the upgraded product will be provisioned to the reseller automatically.

Partial Upgrade to a New Subscription via Storefront

To upgrade a selected number of licenses via the Storefront:

  1. Select the subscription you wish to partially upgrade to, on the first pop-up window.

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  1. On the second pop-up window, select the New subscription option.

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  2. On the third pop-up window, specify the number of licenses before clicking on the Proceed to Checkout button.

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  1. After clicking the Proceed to Checkout button, you are redirected to the Basket Items page where you can view the final price (highlighted in green) and proceed with purchasing the upgrade.

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In the case of a partial upgrade, a new subscription is created for the new product, and the quantity is updated for the old product. A debit invoice is then issued for the new subscription, with a new cycle, which begins on the date of the upgrade. Additionally, a credit invoice is issued for the remaining days of the cycle of the old subscription with the previous product.

Note

Please note that in case there is a minimum limit of licenses on the existing subscription there might be issues with the execution of the partial upgrade because the license limits might always be upheld.

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titleUpgrade to an Existing Subscription

Full Upgrade to an Existing Subscription via Storefront

After selecting the second (2) option of Existing subscription(s), the following drop-down option is displayed where you can choose from the available existing (destination) NCE subscriptions the one you wish to upgrade.

UTE0.2.pngImage RemovedOnce you select one of the existing (destination subscriptions), you can change the Licenses quantity (if more than 1 - for full or partial upgrade) and you can also view the End Date and the Unit Price of the (upgrade to) existing NCE subscription you have chosen, but the final price will be calculated on the next step, after clicking on the Proceed to Checkout button. UTE4.pngImage Removed
Info

Destination NCE Subscriptions Appearance Rule

For a destination NCE subscription to appear inside the Existing subscription(s) list, it has to have passed its cancellation window.

By clicking on the Proceed to Checkout button, you are redirected to the Basket Items page where you can view the final price (highlighted in green) and proceed with purchasing the upgrade.

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Info

The upgraded subscription will keep the renewal date of the existing destination subscription.

When the checkout is complete, the upgraded product will be provisioned to the reseller automatically.

Partial Upgrade to an Existing Subscription via Storefront

To upgrade a selected number of licenses via the Storefront:

  1. Select the subscription you wish to partially upgrade to, on the first pop-up window.

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  1. On the second pop-up window, select the Existing subscription(s) option.

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  2. On the third pop-up window, specify the number of licenses before clicking on the Proceed to Checkout button.

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  3. After clicking the Proceed to Checkout button, you are redirected to the Basket Items page where you can view the final price (highlighted in green) and proceed with purchasing the upgrade.

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In the case of a partial upgrade, the existing destination NCE subscription increases its license quantity by the selected number (in this case 5) while the existing source NCE subscription reduces its licenses be the aforementioned amount (in this case 5). A debit invoice is then issued for the existing destination NCE subscription, with a new cycle, which begins on the date of the upgrade. Additionally, a credit invoice is issued for the remaining days of the cycle of the existing source NCE subscription with the previous product.

Note

Please note that in case there is a minimum or maximum limit of licenses either on the existing source subscription or the existing destination subscription there might be issues with the execution of the partial upgrade because the license limits might always be upheld.

Upgrading an NCE Subscription from the BSS Portal

BSS users can upgrade subscription(s) via the BSS portal by selecting the dedicated upgradebutton, from inside the view page of an NCE Susbcription.
By selecting the Upgrade button, all the available upgrade options appear in the Upgrade Product drop-down menu as retrieved by the Get Services Definition process, regardless of eligibility. The BSS user has the option (depending on the Quantity number of licenses) to proceed with a full or partial upgrade towards a new NCE subscription. UTE11.1.pngImage Removed

When a product is selected, the eligibility check runs to check whether the specific subscription can be upgraded to.

  • If the product is eligible, the process can continue as shown on the page Upgrade/Downgrade a Subscription.

  • If the product is not eligible, an error message is displayed, stating <NCE product>: Could not find eligible upgrades for this combination of customer/subscription.

In the next pop-up window, specify the date when the upgrade should take effect, and select Save. The product will be provisioned to the end user automatically.

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Partial Upgrading an NCE Subscription from the BSS Portal

To upgrade/downgrade a selected number of licenses via the BSS, specify the quantity before selecting Upgrade.

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Upgrading an Annual NCE Subscription with Installments in BSS

Since the scenarios of upgrading a monthly or annual NCE subscription are fully supported in Storefront, in this section, we analyze the upgrade of an annual NCE subscription with a monthly payment plan (installments) from the BSS.

The BSS user can fully or partially upgrade an annual NCE subscription that has a monthly payment billing plan by clicking on the Upgrade button located inside the Subscription view page under the Shortcuts menu.

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  • Full Upgrade: The rest of the upgrade path is explained in detail inside the https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/603684882#Full-Upgrade-via-BSS page.

    • Partial Upgrade: The rest of the upgrade path is explained in detail inside the

    of NCE subscriptions from both the Storefront and the BSS portals, addressing full and partial upgrades.

    Aura cards
    summaryUpgrading to a New NCE Subscription via Storefront Upgrading to an Existing NCE Subscription via Storefront Upgrading to a New Subscription via BSS Upgrading to an Existing Subscription via BSS
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    Info

    End customers of Standard Resellers also have the capacity to directly upgrade their NCE subscriptions via Storefront.

    However, their upgrade pricing is determined based on the following factors:

    • Pricing: The price is determined by the product’s markup and any special pricing the Standard Reseller applies to the end customer.

    • Billing Period: The billing cycle follows the configurations set for the Standard Reseller and the product.

    • Tax: End customer upgrade orders are always tax-free.

    • First Payment Option: Unlike resellers, end customers do not have a First Payment option.

    Monitoring NCE Subscription Upgrade Activity

    During or after an NCE subscription upgrade, you can view its activity from within the BSS portal. On the Viewing the Activity of NCE Upgrades page you can find an analysis of this monitoring feature.

    Notifications

    During an NCE upgrade, two types of notification messages can be dispatched, depending on the case upgrade case. On the https://interworkscloud.atlassian.net/wiki/

    spaces/ICPD/pages/603684882#Partial-Upgrade-via-BSS page.

    During the execution of an upgrade from the BSS platform, the following events happen to the existing annual NCE subscription with a monthly payment plan:

    Full Upgrade

    Partial Upgrade

    • A new installment plan is created on the existing subscription for the upgraded product.

      • The first installment’s Start Date is the subscription’s (new) Start Date.

      • The last installment’s End Date is the subscription’s End Date.

      • If the upgrade happens midterm (e.g. sometime during the 3rd month of a 12 month plan) then the new Installment Plan will have only 10 installments and the first installment will have a prorated charge according to the Billing Period.

    • The initial installment plan of the subscription will be canceled and:

      • the Credit invoice for the decreased quantity will be generated from the Billing Service.

      • will have all pending (not invoiced) installments canceled.

    • The existing subscription keeps the same Subscription ID and the same End Date.

    • The existing subscription changes the Start Date, the Product ID, and all its prices (initial/final/cost/protected/ etc.).

    • A new Subscription with a new Installment Plan is created for the upgraded product.

      • The first installment’s Start Date is the new subscription’s Start Date.

      • The last installment’s End Date is the new subscription’s End Date.

      • If the upgrade happens midterm (e.g. sometime during the 3rd month of a 12 month plan) then the new Installment Plan will have only 10 installments and the first installment will have a prorated charge according to the Billing Period.

    • The existing Subscription experiences a quantity decrease with a prorated refund calculated for the licenses that were upgraded.

    • The Credit invoice for the decreased quantity is generated automatically.

    Viewing NCE Subscription Upgrade Activity

    The Online Information tab appears in the subscription view and contains the upgrade logs for NCE subscriptions. The data is retrieved from the Microsoft Partner Center.

    Image Removed

    The table contains the following columns:

    • Date - The date of the activity

    • Activity - The type of activity (conversion/seat reassignment)

    • Activity From - The initial Product

    • Activity To - The target Product

    • Quantity - The quantity which is transitioned

    • Activity Status - The stage the activity is at (Started/Completed/Failed)

    Notifications

    NCE Upgrade Notification

    A notification called NCE Subscription Upgrade is sent to the email of BSS user and their contact when an upgrade of an NCE subscription has started, with the following contents:

    Subject:

    Upgrade subscription {#Leases.Name#} with quantity {#Leases.Quantity#}

    Body:

    New Commerce Subscription {#Leases.Name#} upgrade has started. For more information, please contact your system administrator.“

    Note

     It is a known issue that this notification is not dispatched when the subscription is upgraded via the Storefront. 

    Seat Reassignment Notification

    A notification called NCE Subscription Upgrade Seat Reassignment Required is sent to the BSS account and their contact when manual seat reassignment is required, in the following 2 cases:

    1. For a full upgrade, when automatic seat reassignment fails

    2. For a partial upgrade

    In the second case, the email is sent for both subscriptions, the original and the upgraded subscription.

    The notification has the following contents:

    Subject:

    Upgrade subscription {#Leases.Name#} with quantity {#Leases.Quantity#}

    Body:

    Upgrade of subscription {#Leases.Name#} completed.

    Manual seat reassignment is required!

    For more information, please contact your system administrator.“

    x/JgBpUQ page you can find an analysis of both messages and their use case.

    Possible Error Scenarios

    During the NCE upgrade process, it is possible to encounter one of the following messages:

  • When a subscription upgrade is in progress, no other subscription change is allowed. If during this time a change of the subscription licenses occurs, an error message will be displayed in the BSS and Storefront platforms respectively.

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  • This New Commerce Experience Subscription is not eligible for Upgrade. – Displayed when the subscription is not eligible for an upgrade. The subscription may fail an eligibility check run by Microsoft, even if the upgrade appears to be available on the side of the client.

  • Subscription quantity change is not available due to SKU mismatch between BSS and Microsoft Partner Center. – Displayed when an upgrade fails, and the BSS user attempts to change the quantity of the NCE subscription. This results in MS executing the latest available update action on the existing NCE subscription rather than the actual upgrade.

    • In case of a scheduled change/manage renewal on the Source subscription, the following error message appears:“The upgrade cannot be performed because a renewal change is scheduled for the Source subscription. Please cancel the scheduled renewal change request and then try again.”

  • In case of a scheduled change/manage renewal on the Destination subscription, the following error message appears: “The upgrade cannot be performed because a renewal change is scheduled for the Destination subscription. Please cancel the scheduled renewal change request and then try again.”

  • When the Source Subscription has a restriction on the minimum quantity and the upgrade it would result in a destination subscription with fewer licenses than the minimum allowed, the following error message appears: “Product <Product Name of Source Subscription> supports quantity range between <min quantity> and <max quantity>.”

  • When the Destination Subscription has a restriction on the maximum licenses' quantity and the upgrade is going to increase the licenses more than the maximum allowed, the following error message appears: “Product <Product Name of Destination Subscription> supports quantity range between <min quantity> and <max quantity>.”

  • When the source subscription is not active inside the Microsoft Partner Center, the following error message appears: “The upgrade cannot be performed because the source subscription is not active in MPC.”

    • When the destination subscription is not active inside the Microsoft Partner Center, the following error message appears:“The upgrade cannot be performed because the destination subscription is not active in MPC.”

  • When the SKU (product) of the source subscription has been changed inside the Microsoft Partner Center, the following error message appears: “The upgrade cannot be performed because the SKU of the source subscription in MPC has been changed.”

  • When the SKU (product) of the destination subscription has been changed inside the Microsoft Partner Center, the following error message appears: “The upgrade cannot be performed because the SKU of the destination subscription in MPC has been changed.”

  • When the MPNID of the source subscription has been changed inside the Microsoft Partner Center, the following error message appears: “The upgrade cannot be performed because the MPNID of the source subscription in MPC has been changed.”

  • When the MPNID of the destination subscription has been changed inside the Microsoft Partner Center, the following error message appears: “The upgrade cannot be performed because the MPNID of the destination subscription in MPC has been changed.”

    • Rare Cases of Error Messages Concerning the “Upgrade to an Existing Subscription“ feature:

    • The upgrade cannot be performed due to license discrepancies between the platform and MPC. Please contact your CSP.

    • The upgrade cannot be performed due to a technical error. Please contact your CSP.

    • The upgrade cannot be performed due to an invalid upgrade license quantity.

    • Upgrades from standard to specialized offers are not permitted.

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    Please do not use the Related Subscription option to upgrade a subscription!

    The Related Subscription entity may appear if a product which is an upgrade for an existing subscription is added to an order. Please do not select any of its options because the resulting upgrade will not work as expected.

    An example is shown in the figure below:

    Image Removed

    or more error messages which are analyzed on the https://interworkscloud.atlassian.net/wiki/x/IIBlUQ page.

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